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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Bank of America
2
Bank of America
North Carolina
$3.46B
3
Jane Street
3
Jane Street
New York
$129M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$108M
5
Fidelity International
5
Fidelity International
Bermuda
$134M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.5M
2
QFA
2
Quattro Financial Advisors
Texas
$875K
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$2.1M
4
Charles Schwab
4
Charles Schwab
California
$144M
5
UBS Group
5
UBS Group
Switzerland
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
326
Parsons Capital Management
Rhode Island
$5.74M +$160K +1,905 +3%
MCP
327
Mirador Capital Partners
California
$5.72M +$86K +1,026 +2%
M&T Bank
328
M&T Bank
New York
$5.72M -$592K -7,059 -9%
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$5.68M +$441K +5,261 +8%
AWM
330
Act Wealth Management
Texas
$5.64M -$218K -2,597 -4%
CWM
331
Chicago Wealth Management
Illinois
$5.63M +$4.73M +56,449 +525%
PBF
332
Petix & Botte Financial
California
$5.63M -$55K -656 -1%
PS
333
Principal Securities
Iowa
$5.6M +$5.6M +66,803 New
CCM
334
Cullen Capital Management
New York
$5.58M +$5.58M +66,598 New
CA
335
Crumly & Associates
Illinois
$5.56M -$4.92M -58,693 -47%
UCFA
336
United Capital Financial Advisors
Texas
$5.48M -$7.04M -83,989 -56%
HBWM
337
Hollow Brook Wealth Management
New York
$5.48M +$990K +11,803 +22%
OPS
338
Orion Portfolio Solutions
Nebraska
$5.42M -$662K -7,912 -11%
BCI
339
Brinker Capital Investments
Pennsylvania
$5.42M -$662K -7,912 -11%
KWMG
340
King Wealth Management Group
Florida
$5.41M +$66.2K +789 +1%
VA
341
Valmark Advisers
Ohio
$5.39M +$25.7K +306 +0.5%
MFG
342
Merit Financial Group
Georgia
$5.38M +$338K +4,037 +7%
DC
343
Davenport & Co
Virginia
$5.37M +$300K +3,581 +6%
SCA
344
Snowden Capital Advisors
New York
$5.32M +$123K +1,468 +2%
OPOWM
345
One Plus One Wealth Management
Florida
$5.32M -$125K -1,493 -2%
LNC
346
Lincoln National Corp
Pennsylvania
$5.31M -$222K -2,650 -4%
WIP
347
WealthCare Investment Partners
Rhode Island
$5.26M -$115K -1,375 -2%
MFS
348
Mirabella Financial Services
United Kingdom
$5.26M +$4.17M +49,696 +382%
Twin Tree Management
349
Twin Tree Management
Texas
$5.26M +$2.24M +26,743 +74%
MA
350
Menlo Advisors
California
$5.24M +$916K +10,925 +21%
12 13
14
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